Which companies discussed Physical AI in Consumer Discretionary in earnings calls?
302 companies mentioned physical ai across 508 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (7 calls), Revolve Group, Inc. (6 calls), Wayfair Inc. (6 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Physical AI |
|---|---|
| 2024Q3 | 21 |
| 2024Q4 | 54 |
| 2025Q1 | 76 |
| 2025Q2 | 70 |
| 2025Q3 | 77 |
| 2025Q4 | 123 |
| 2026Q1 | 140 |
| 2026Q2 | 140 |
| 2026Q3 | 63 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 7 | Jun 3, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | Aug 4, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 6 | Aug 4, 2026 |
| Carvana Co. | CVNA | Consumer Discretionary | 5 | Aug 12, 2026 |
| DoorDash, Inc. | DASH | Consumer Discretionary | 5 | Aug 5, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 5 | Jun 3, 2026 |
| Grupo Casas Bahia S.A. | BHIA3 | Consumer Discretionary | 5 | May 14, 2026 |
| Global-E Online Ltd. | GLBE | Consumer Discretionary | 4 | Aug 12, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 4 | Aug 12, 2026 |
| Planet Fitness, Inc. | PLNT | Consumer Discretionary | 4 | Aug 6, 2026 |
| Serve Robotics Inc. | SERV | Consumer Discretionary | 4 | Aug 6, 2026 |
| ZOZO, Inc. | 3092 | Consumer Discretionary | 4 | Jul 31, 2026 |
| Pearson plc | PSON | Consumer Discretionary | 4 | Jul 31, 2026 |
| Alliance Entertainment Holding Corporation | AENT | Consumer Discretionary | 4 | Jul 23, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 4 | Jul 23, 2026 |
| Halfords Group plc | HFD | Consumer Discretionary | 4 | Jun 25, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 4 | Jun 18, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 4 | Jun 8, 2026 |
| Best Buy Co., Inc. | BBY | Consumer Discretionary | 4 | May 28, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | May 28, 2026 |
| Allegro.eu S.A. | ALE | Consumer Discretionary | 4 | May 14, 2026 |
| Lojas Renner S.A. | LREN3 | Consumer Discretionary | 4 | May 8, 2026 |
| Matas A/S | MATAS | Consumer Discretionary | 3 | Aug 12, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 3 | Aug 12, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 3 | Aug 11, 2026 |
| Magazine Luiza S.A. | MGLU3 | Consumer Discretionary | 3 | Aug 7, 2026 |
| Perdoceo Education Corporation | PRDO | Consumer Discretionary | 3 | Aug 6, 2026 |
| Bob's Discount Furniture, Inc. | BOBS | Consumer Discretionary | 3 | Aug 6, 2026 |
| Kits Eyecare Ltd. | KITS | Consumer Discretionary | 3 | Aug 5, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 3 | Aug 4, 2026 |
| Sony Group Corporation | 6758 | Consumer Discretionary | 3 | Jul 31, 2026 |
| Brunello Cucinelli S.p.A. | BC | Consumer Discretionary | 3 | Jul 31, 2026 |
| adidas AG | ADS | Consumer Discretionary | 3 | Jul 30, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 3 | Jul 30, 2026 |
| Amazon.com, Inc. | AMZN | Consumer Discretionary | 3 | Jul 30, 2026 |
| CarTrade Tech Limited | CARTRADE | Consumer Discretionary | 3 | Jul 29, 2026 |
| AUTO1 Group SE | AG1 | Consumer Discretionary | 3 | Jul 29, 2026 |
| Avante Corp. | XX | Consumer Discretionary | 3 | Jul 27, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 3 | Jul 22, 2026 |
| Lindex Group Oyj | LINDEX | Consumer Discretionary | 3 | Jul 17, 2026 |
| H & M Hennes & Mauritz AB (publ) | HMB | Consumer Discretionary | 3 | Jun 25, 2026 |
| Tilly's, Inc. | TLYS | Consumer Discretionary | 3 | Jun 3, 2026 |
| Meituan | 3690 | Consumer Discretionary | 3 | Jun 1, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 3 | May 19, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 3 | May 14, 2026 |
| Alibaba Group Holding Limited | BABA | Consumer Discretionary | 3 | May 13, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 3 | May 12, 2026 |
| a.k.a. Brands Holding Corp. | AKA | Consumer Discretionary | 3 | May 12, 2026 |
| Kodiak AI, Inc. | KDK | Consumer Discretionary | 3 | May 7, 2026 |
| Warby Parker Inc. | WRBY | Consumer Discretionary | 3 | May 7, 2026 |
Representative quotes
…around -- we'll continue to look at administrative functions and how we simplify, how we automate and obviously, some of the AI initiatives that Christophe spoke about how we can continue to roll this out across all of our regions, including Southeast Asia. Russell Pointon (Analysts): Okay. Just…
…impact projects and key performance indicators. Within the quarter, we made several important tactical advancements that are worth mentioning. First, the deployment of AI is supercharging automation and productivity improvements across our back office. Next, we completed a transition of our South Africa subsidiary to a distributor model…
…country. That fixed cost base is underutilized today. We have meaningful opportunity to continue to push more units through that our existing physical infrastructure as well as to have our corporate technology functions support significantly higher volumes of units that we're selling today. So I think overhead…
…quarter was $12.7 million, up 18% year-over-year and up 21% in constant currency, primarily due to higher volumes. Fulfillment expense per physical goods order was $2.04, down 7% year-over-year or down 4% year-over-year on a constant currency basis. This reflects productivity gains…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Consumer Discretionary in the past year?
Rivian Automotive, Inc. (RIVN) led with 7 calls referencing physical ai, most recently on June 3, 2026.
How can I track physical ai mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related technology themes
Last updated: August 13, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (physical AI, physical ai). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.